Eversource Energy
US ˙ NYSE ˙ US30040W1080

SecurityES / Eversource Energy
InstitutionOakworth Capital, Inc.
Latest Disclosed Ownership400 shares
Latest Disclosed Value $ 27,712
Oakworth Capital, Inc. reports 18.53% decrease in ownership of ES / Eversource Energy

On April 24, 2026 - Oakworth Capital, Inc. filed a 13F-HR form disclosing ownership of 400 shares of Eversource Energy (US:ES) valued at $27,712 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 491 shares of Eversource Energy. This represents a change in shares of -18.53% during the quarter. The current value of the position is $27,956 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-24 2026-03-31 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 400 -91 -18.53 28 -18.18 0.0007
2026-01-30 2025-12-31 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 491 91 22.75 33 17.86 0.0018
2025-11-04 2025-09-30 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 400 -67 -14.35 28 -3.45 0.0016
2025-07-17 2025-06-30 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 467 0 0.00 30 0.00 0.0019
2025-04-24 2025-03-31 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 467 0 0.00 29 11.54 0.0020
2025-01-27 2024-12-31 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 467 0 0.00 27 -16.13 0.0018
2024-10-21 2024-09-30 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 467 -262 -35.94 32 -24.39 0.0022
2024-07-19 2024-06-30 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 729 0 0.00 41 -4.65 0.0030
2024-04-22 2024-03-31 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 729 -106 -12.69 44 -15.69 0.0033
2024-01-31 2023-12-31 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 835 258 44.71 52 54.55 0.0041
2023-10-31 2023-09-30 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 577 -1,238 -68.21 34 -74.22 0.0031
2023-07-28 2023-06-30 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 1,815 49 2.77 129 -7.25 0.0109
2023-05-02 2023-03-31 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 1,766 -21 -1.18 138 -7.38 0.0124
2023-02-03 2022-12-31 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 1,787 -1 -0.06 150 7.19 0.0144
2022-10-31 2022-09-30 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 1,788 0 0.00 139 -7.95 0.0154
2022-08-05 2022-06-30 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 1,788 -123 -6.44 151 -10.65 0.0152
2022-04-11 2022-03-31 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 1,911 0 0.00 169 -2.87 0.0146
2022-02-07 2021-12-31 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 1,911 0 0.00 174 11.54 0.0148
2021-11-10 2021-09-30 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 1,911 0 0.00 156 1.96 0.0151
2021-07-20 2021-06-30 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 1,911 0 0.00 153 -7.27 0.0152
2021-04-30 2021-03-31 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 1,911 0 0.00 165 0.00 0.0187
2021-02-12 2020-12-31 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 1,911 0 0.00 165 3.13 0.0214
2020-11-09 2020-09-30 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 1,911 400 26.47 160 26.98 0.0259
2020-08-11 2020-06-30 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 1,511 0 0.00 126 6.78 0.0226
2020-05-07 2020-03-31 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 1,511 0 0.00 118 -5.60 0.0277
2020-01-31 2019-12-31 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 1,511 0 0.00 125 -3.10 0.0219
2019-11-13 2019-09-30 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 1,511 -2 -0.13 129 12.17 0.0250
2019-08-02 2019-06-30 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 1,513 2 0.13 115 7.48 0.0219
2019-05-06 2019-03-31 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 1,511 0 0.00 107 9.18 0.0219
2019-02-13 2018-12-31 13F EVERSOURCE ENERGY COMMON STOCK 30040W108 1,511 0 0.00 98 5.38 0.0223
2018-10-25 2018-09-30 13F EVERSOURCE ENERGY NPV COMMON STOCK 30040W108 1,511 0 0.00 93 4.49 0.0186
2018-08-07 2018-06-30 13F EVERSOURCE ENERGY NPV COMMON STOCK 30040W108 1,511 0 0.00 89 -2.20 0.0185
2018-05-09 2018-03-31 13F EVERSOURCE ENERGY NPV COMMON STOCK 30040W108 1,511 67 4.64 91 -3.19 0.0217
2018-01-22 2017-12-31 13F EVERSOURCE ENERGY NPV COMMON STOCK 30040W108 1,444 -287 -16.58 94 -13.76 0.0221
2017-11-08 2017-09-30 13F EVERSOURCE ENERGY NPV COMMON STOCK 30040W108 1,731 0 0.00 109 3.81 0.0280
2017-07-31 2017-06-30 13F EVERSOURCE ENERGY NPV COMMON STOCK 30040W108 1,731 0 0.00 105 2.94 0.0288
2017-04-26 2017-03-31 13F EVERSOURCE ENERGY NPV COMMON STOCK 30040W108 1,731 0 0.00 102 14.61 0.0295
2017-01-27 2016-12-31 13F EVERSOURCE ENERGY NPV COMMON STOCK 30040W108 1,731 900 108.30 89 97.78 0.0293
2016-10-24 2016-09-30 13F EVERSOURCE ENERGY NPV COMMON STOCK 30040W108 831 -10 -1.19 45 -2.17 0.0156
2016-07-20 2016-06-30 13F EVERSOURCE ENERGY NPV COMMON STOCK 30040W108 841 0 0.00 46 -6.12 0.0172
2016-05-13 2016-03-31 13F EVERSOURCE ENERGY NPV COMMON STOCK 30040W108 841 0 0.00 49 13.95 0.0196
2016-01-26 2015-12-31 13F EVERSOURCE ENERGY NPV COMMON STOCK 30040W108 841 0 0.00 43 0.00 0.0179
2015-10-29 2015-09-30 13F EVERSOURCE ENERGY NPV COMMON STOCK 30040W108 841 0 0.00 43 2.38 0.0226
2015-08-14 2015-06-30 13F/A-1 EVERSOURCE ENERGY NPV COMMON STOCK 30040W108 841 0 0.00 42 2.44 0.0199
2015-07-14 2015-06-30 13F NORTHEAST UTILITIES COMMON STOCK 664397106 841 841 40 24,323.0589
2015-05-12 2015-03-31 13F EVERSOURCE ENERGY NPV COMMON STOCK 30040W108 841 0 0.00 41 -8.89 0.0189
2015-02-24 2014-12-31 13F NORTHEAST UTILITIES COMMON STOCK 664397106 841 0 0.00 45 15.38 0.0233
2014-10-09 2014-09-30 13F NORTHEAST UTILITIES COMMON STOCK 664397106 841 0 0.00 39 -2.50 0.0229
2014-07-14 2014-06-30 13F NORTHEAST UTILITIES COMMON STOCK 664397106 841 0 0.00 40 5.26 0.0243
2014-04-10 2014-03-31 13F NORTHEAST UTILITIES COMMON STOCK 664397106 841 0 0.00 38 5.56 0.0249
2014-01-27 2013-12-31 13F NORTHEAST UTILITIES COMMON STOCK 664397106 841 841 36 0.0254
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.